| Creating a Limited Contract Agreement - Guidelines | Review guidelines for creating a Limited Contract Agreement (LCA) contract to ensure that data is entered into the system fully and completely. | Contract Administrators, Network Executive Assistants |
| Verifying the Primary Party/Supplier is in the ERP | Verify that the Primary Party (Supplier) on the contract is registered in the ERP and SPEND_AUTHORIZED. A contract cannot be created if a Primary Party is not identified on the contract. | Contract Administrators, Network Executive Assistants |
| Using the Task Icon to create an LCA | Review of basic navigation and first steps in creating an LCA contract using the task icon. | Contract Administrators, Network Executive Assistants |
| Entering Data on the Overview Tab - Limited Contract (PO) | Enter basic information for the contract on the Overview tab in consultation with the LCA Attorney. Gather all information necessary to complete this tab before beginning the contract. | Contract Administrators, Network Executive Assistants |
| Entering Data on the Lines Tab | Enter the data that will be necessary to generate your purchase order (PO). This includes the purchasing category as well as the line amount. | Contract Administrators, Network Executive Assistants |
| The Contract Terms tab and Entering Pending Variables | Review contract terms on OGC's contract template. Enter contract specific Pending Variables for LCA contract. | Contract Administrators, Network Executive Assistants |
| Completing the Parties Tab | Enter all contract administrators from your office as well as your attorney and District LCA signers. The supplier's authorized signer must also be included to facilitate sending the contract for signature. | Contract Administrators, Network Executive Assistants |
| Viewing the Deliverables Tab | Review Deliverables - a checklist of documents to be uploaded on the Documents tab. The OGC-2 form can be downloaded here. | Contract Administrators, Network Executive Assistants |
| Uploading Documents on the Documents Tab | Upload necessary LCA documents on the Documents tab. Include the OGC-2 form as well as any other supporting documents indicated on the Deliverables tab. | Contract Administrators, Network Executive Assistants |
| Consulting the History Tab | View this tab after the contract is submitted to track where the LCA contract is in the approval workflow. | Contract Administrators, Network Executive Assistants |
| Submitting the Contract | After the LCA attorney has reviewed the contract, submit the contract for approval. Once approved, it can be sent for signature. | Contract Administrators, Network Executive Assistants |
| Notifications: Contract is Rejected | Review reasons why your contract was rejected in bell notifications and Things to Finish area. No luck? Check the BPM worklist. | Contract Administrators, Network Executive Assistants |
| Creating Fulfillment Lines | Create fulfillment lines on the Active contract as Step 1 of the LCA fulfillment process. Create fulfillment ONLY for the current fiscal year. | Contract Administrators, Network Executive Assistants |
| Creating Purchasing Documents | Generate your PO as Step 2 of the fulfillment process for the LCA. | Contract Administrators, Network Executive Assistants |
